The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 241,800 2,085,738 SH   SOLE   2,085,738 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 354,206 604,819 SH   SOLE   604,819 0 0
AMAZON COM INC COM 023135106 278,921 81,078 SH   SOLE   81,078 0 0
ANAPLAN INC COM 03272L108 172,291 3,232,484 SH   SOLE   3,232,484 0 0
ANGEL POND HOLDINGS CORP UNIT 99/99/9999 G0447J110 24,766 2,476,610 SH   SOLE   2,476,610 0 0
APPFOLIO INC COM CL A 03783C100 29,526 209,109 SH   SOLE   209,109 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 419 1 SH   SOLE   1 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 92,284 127,914 SH   SOLE   127,914 0 0
CHENIERE ENERGY INC COM NEW 16411R208 278,283 3,208,248 SH   SOLE   3,208,248 0 0
CIGNA CORP NEW COM 125523100 237,166 1,000,407 SH   SOLE   1,000,407 0 0
DARDEN RESTAURANTS INC COM 237194105 157,853 1,081,260 SH   SOLE   1,081,260 0 0
DARDEN RESTAURANTS INC COM 237194105 223,511 1,531,000 SH Call SOLE   1,531,000 0 0
DATADOG INC CL A COM 23804L103 142,805 1,372,069 SH   SOLE   1,372,069 0 0
DECKERS OUTDOOR CORP COM 243537107 295,844 770,286 SH   SOLE   770,286 0 0
DLOCAL LTD CLASS A COM G29018101 3,940 75,000 SH   SOLE   75,000 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 49,207 2,302,607 SH   SOLE   2,302,607 0 0
EMPOWERMENT & INCLUSION CAPI UNIT 99/99/9999 29248N209 8,080 800,000 SH   SOLE   800,000 0 0
FACEBOOK INC CL A 30303M102 564,197 1,622,608 SH   SOLE   1,622,608 0 0
FARFETCH LTD ORD SH CL A 30744W107 85,965 1,707,000 SH   SOLE   1,707,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 109,624 773,800 SH Call SOLE   773,800 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 545,293 3,849,039 SH   SOLE   3,849,039 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 56,007 218,726 SH   SOLE   218,726 0 0
GLOBAL PMTS INC COM 37940X102 82,930 442,200 SH Call SOLE   442,200 0 0
GLOBAL PMTS INC COM 37940X102 127,226 678,395 SH   SOLE   678,395 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 252,979 3,459,784 SH   SOLE   3,459,784 0 0
HOWMET AEROSPACE INC COM 443201108 193,930 5,626,057 SH   SOLE   5,626,057 0 0
IQVIA HLDGS INC COM 46266C105 280,977 1,159,528 SH   SOLE   1,159,528 0 0
ISHARES SILVER TR ISHARES 46428Q109 133,210 5,500,000 SH Call SOLE   5,500,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 55,150 1,000,000 SH Call SOLE   1,000,000 0 0
L BRANDS INC COM 501797104 444,089 6,162,763 SH   SOLE   6,162,763 0 0
LAS VEGAS SANDS CORP COM 517834107 116,480 2,210,662 SH   SOLE   2,210,662 0 0
MARQETA INC CLASS A COM 57142B104 421 15,000 SH   SOLE   15,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 245,711 673,014 SH   SOLE   673,014 0 0
MATCH GROUP INC NEW COM 57667L107 152,719 947,096 SH   SOLE   947,096 0 0
MGM RESORTS INTERNATIONAL COM 552953101 100,582 2,358,307 SH   SOLE   2,358,307 0 0
MICROSOFT CORP COM 594918104 511,765 1,889,128 SH   SOLE   1,889,128 0 0
MONDAY COM LTD SHS M7S64H106 6,068 27,139 SH   SOLE   27,139 0 0
NETEASE INC SPONSORED ADS 64110W102 89,656 777,928 SH   SOLE   777,928 0 0
NRG ENERGY INC COM NEW 629377508 207,092 5,138,750 SH   SOLE   5,138,750 0 0
OKTA INC CL A 679295105 136,442 557,634 SH   SOLE   557,634 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 124,927 2,234,033 SH   SOLE   2,234,033 0 0
PG&E CORP COM 69331C108 180,180 17,716,829 SH   SOLE   17,716,829 0 0
PLANET FITNESS INC CL A 72703H101 124,180 1,650,227 SH   SOLE   1,650,227 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 19,912 209,714 SH   SOLE   209,714 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 48,629 780,064 SH   SOLE   780,064 0 0
ROKU INC COM CL A 77543R102 112,702 245,404 SH   SOLE   245,404 0 0
SEA LTD SPONSORD ADS 81141R100 273,242 995,056 SH   SOLE   995,056 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 50,584 800,000 SH   SOLE   800,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 63,230 1,000,000 SH Call SOLE   1,000,000 0 0
SERVICENOW INC COM 81762P102 116,511 212,011 SH   SOLE   212,011 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 963,135 2,250,000 SH Put SOLE   2,250,000 0 0
SQUARE INC CL A 852234103 184,542 756,942 SH   SOLE   756,942 0 0
STONECO LTD COM CL A G85158106 87,012 1,297,528 SH   SOLE   1,297,528 0 0
T-MOBILE US INC COM 872590104 297,481 2,053,999 SH   SOLE   2,053,999 0 0
UIPATH INC CL A 90364P105 9,336 137,433 SH   SOLE   137,433 0 0
UNITEDHEALTH GROUP INC COM 91324P102 351,326 877,349 SH   SOLE   877,349 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 67,960 2,000,000 SH Call SOLE   2,000,000 0 0
VISA INC COM CL A 92826C839 95,892 410,111 SH   SOLE   410,111 0 0
WIX COM LTD SHS M98068105 402,248 1,385,723 SH   SOLE   1,385,723 0 0
WORKDAY INC CL A 98138H101 177,719 744,405 SH   SOLE   744,405 0 0